Analyzing the Rhythm of NVIDIA’s Supply Chain: The Evolution of Logic in the AI Hardware Boom

(The following is for past case studies only / Investment involves risks / Caution is advised when entering the market) The most certain main line in the A-share market this week is not storage chips, but the full-scale expansion around NVIDIA’s supply chain. Covering everything from CPO to PCB, from liquid cooling to AI power … Read more

NVIDIA’s Next-Generation Rubin Chip Has Entered Tape-Out

NVIDIA's Next-Generation Rubin Chip Has Entered Tape-Out

Following NVIDIA’s announcement at the end of August regarding the mass production of Rubin architecture chips next year, NVIDIA discussed the progress of Rubin at the Goldman Sachs Technology Conference on September 8. NVIDIA CFO Colette Kress stated that the Rubin chips are preparing for market entry, and the Rubin architecture will consist of six … Read more